Energy Transfer LP
ET- Exchange
- NYSE
- Industry
- Natural Gas Transmission
- SEC CIK
- 0001276187
In the last 90 days, Energy Transfer LP insiders filed 2 open-market purchases and 0 sales; 1,304 institutions reported holding it in 13F filings for Q2 2026, worth $21.1B in total; Appaloosa is the only superinvestor holding it.
Other share classesET.PI
13F holders, Q1 2024
Institutional positions in Energy Transfer LP as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,059
- +19 vs. Q4 2023
- Shares held
- 1.13B
- −7.98M (−0.7%) vs. Q4 2023
- Total value
- $17.7B
- +$1.93B (+12.2%) vs. Q4 2023
- New holders
- 86
- 444 more added
- Sold out
- 67
- 261 more reduced
16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ET on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,304 | $21.1B |
| Q1 2026 | 1,304 | $20.9B |
| Q4 2025 | 1,262 | $16.9B |
| Q3 2025 | 1,226 | $17.9B |
| Q2 2025 | 1,235 | $19.6B |
| Q1 2025 | 1,215 | $20.5B |
| Q4 2024 | 1,206 | $22.4B |
| Q3 2024 | 1,100 | $18.1B |
| Q2 2024 | 1,081 | $18.2B |
| Q1 2024 | 1,059 | $17.7B |
| Q4 2023 | 1,056 | $15.8B |
| Q3 2023 | 965 | $15.1B |
| Q2 2023 | 955 | $13.7B |
| Q1 2023 | 932 | $13.8B |
| Q4 2022 | 915 | $13.7B |
| Q3 2022 | 854 | $13.0B |
| Q2 2022 | 845 | $12.0B |
| Q1 2022 | 829 | $13.6B |
| Q4 2021 | 811 | $9.66B |
| Q3 2021 | 773 | $9.79B |
| Q2 2021 | 752 | $10.8B |
| Q1 2021 | 738 | $7.83B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 47,000 | $739.3K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 47,128 | $741.3K | 0.04% | +14,736+45.5% | Added |
| Arete Wealth Advisors, LLC | 47,125 | $741.4K | 0.07% | +3,333+7.6% | Added |
| Fortis Group Advisors, LLC | 47,434 | $746.1K | 0.14% | +7,610+19.1% | Added |
| BLB&B Advisors, LLC | 47,972 | $754.6K | 0.04% | −6,000−11.1% | Reduced |
| CWM, LLC | 48,052 | $756.0K | 0.00% | +2,921+6.5% | Added |
| Moody National Bank Trust Division | 48,306 | $759.9K | 0.06% | −5,055−9.5% | Reduced |
| TCTC Holdings, LLC | 48,308 | $759.9K | 0.03% | +10,960+29.3% | Added |
| Newbridge Financial Services Group, Inc. | 48,318 | $760.0K | 0.33% | −5,254−9.8% | Reduced |
| Centaurus Financial, Inc. | 48,594 | $764.0K | 0.05% | +32,579+203.4% | Added |
| Kingswood Wealth Advisors, LLC | 48,629 | $764.9K | 0.09% | −2,673−5.2% | Reduced |
| Donoghue Forlines LLC | 49,238 | $774.5K | 0.22% | −6,748−12.1% | Reduced |
| Wellington Shields & Co., LLC | 49,527 | $779.1K | 0.26% | 00.0% | Unchanged |
| Synovus Financial Corp | 49,597 | $780.2K | 0.01% | +46+0.1% | Added |
| Compass Financial Group, INC | 50,540 | $795.0K | 0.18% | −1,306−2.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 50,767 | $798.6K | 0.00% | −1,081−2.1% | Reduced |
| Chase Investment Counsel Corp | 51,039 | $802.0K | 0.30% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 51,277 | $806.6K | 0.12% | −527−1.0% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $807.5K | 0.33% | 00.0% | Unchanged |
| Avion Wealth | 53,341 | $840.0K | 0.23% | +150+0.3% | Added |
| Main Street Financial Solutions, LLC | 53,621 | $843.5K | 0.09% | +542+1.0% | Added |
| F&V Capital Management, LLC | 53,687 | $845.0K | 0.25% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 53,733 | $845.2K | 0.01% | −10,771−16.7% | Reduced |
| United Capital Financial Advisers, LLC | 53,918 | $848.1K | 0.01% | −680−1.2% | Reduced |
| InterOcean Capital Group, LLC | 53,987 | $849.2K | 0.02% | +6,290+13.2% | Added |
| Level Four Advisory Services, LLC | 61,607 | $850.2K | 0.05% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 54,268 | $853.6K | 0.34% | 00.0% | Unchanged |
| Argent Trust Co | 54,677 | $860.1K | 0.04% | +17,610+47.5% | Added |
| First Manhattan Co | 54,884 | $863.3K | 0.00% | +3,160+6.1% | Added |
| Holderness Investments Co | 55,255 | $869.2K | 0.21% | +3,236+6.2% | Added |
| Coastal Investment Advisors, Inc. | 55,414 | $871.7K | 0.18% | +2,145+4.0% | Added |
| Olistico Wealth, LLC | 56,000 | $880.9K | 0.64% | 00.0% | Unchanged |
| Gratus Capital LLC | 56,067 | $881.9K | 0.04% | +1,167+2.1% | Added |
| NBC Securities, Inc. | 56,366 | $886.0K | 0.08% | +2,326+4.3% | Added |
| Pointe Capital Management LLC | 56,610 | $890.5K | 0.55% | +460+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 58,309 | $917.2K | 0.22% | +18,174+45.3% | Added |
| PFG Advisors | 58,362 | $918.0K | 0.07% | +1,412+2.5% | Added |
| Personal Cfo Solutions, LLC | 58,814 | $925.2K | 0.14% | +140.0% | Added |
| Nilsine Partners, LLC | 59,575 | $937.1K | 0.13% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 59,626 | $937.9K | 0.23% | +1,948+3.4% | Added |
| Concurrent Investment Advisors, LLC | 59,694 | $939.0K | 0.04% | +1,043+1.8% | Added |
| GFS Advisors, LLC | 60,000 | $944.0K | 0.16% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 60,278 | $948.2K | 0.17% | +2,770+4.8% | Added |
| Bard Financial Services, Inc. | 60,750 | $955.6K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60,839 | $957.0K | 0.04% | +30,613+101.3% | Added |
| Meridian Wealth Advisors, LLC | 61,054 | $960.4K | 0.18% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 61,225 | $963.1K | 0.85% | +7,740+14.5% | Added |
| Cullen Investment Group, Ltd. | 61,700 | $973.6K | 0.15% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 62,000 | $975.3K | 0.14% | +1,549+2.6% | Added |
| Burney Co | 63,046 | $991.7K | 0.04% | +46,800+288.1% | Added |
| FourThought Financial Partners, LLC | 63,337 | $996.3K | 0.11% | +546+0.9% | Added |
| Buckingham Strategic Wealth, LLC | 63,372 | $996.8K | 0.01% | +93+0.1% | Added |
| Monetary Management Group Inc | 64,000 | $1.01M | 0.28% | −2,000−3.0% | Reduced |
| Axxcess Wealth Management, LLC | 64,420 | $1.01M | 0.03% | −2,530−3.8% | Reduced |
| Howard Capital Management Inc. | 65,790 | $1.03M | 0.11% | +65,790 | New |
| Sutton Place Investors LLC | 66,007 | $1.04M | 0.51% | +1,007+1.5% | Added |
| Birch Capital Management, LLC | 66,045 | $1.04M | 0.54% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 66,083 | $1.04M | 0.37% | +16,218+32.5% | Added |
| Wagner Wealth Management, LLC | 66,926 | $1.05M | 0.32% | +777+1.2% | Added |
| Anchor Investment Management, LLC | 67,130 | $1.06M | 0.11% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 67,168 | $1.06M | 0.58% | +2,171+3.3% | Added |
| Lifestyle Asset Management, Inc. | 67,211 | $1.06M | 0.62% | +67,211 | New |
| Sweet Financial Partners, LLC | 67,877 | $1.07M | 0.25% | +7,316+12.1% | Added |
| Western Wealth Management, LLC | 67,915 | $1.07M | 0.08% | +679+1.0% | Added |
| J.W. Cole Advisors, Inc. | 68,374 | $1.08M | 0.05% | +16,617+32.1% | Added |
| Wedbush Securities Inc | 68,414 | $1.08M | 0.04% | +9,532+16.2% | Added |
| NewEdge Wealth, LLC | 68,407 | $1.08M | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 68,724 | $1.08M | 0.19% | +12,834+23.0% | Added |
| Stokes Family Office, LLC | 69,530 | $1.09M | 0.14% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 70,988 | $1.12M | 0.02% | −10,003−12.4% | Reduced |
| Stablepoint Partners, LLC | 71,228 | $1.12M | 0.23% | +20,229+39.7% | Added |
| Bank of New York Mellon Corp | 71,363 | $1.12M | 0.00% | −7,561−9.6% | Reduced |
| MidWestOne Financial Group, Inc. | 71,537 | $1.13M | 0.20% | +426+0.6% | Added |
| IFG Advisory, LLC | 72,693 | $1.14M | 0.09% | +26,394+57.0% | Added |
| AE Wealth Management LLC | 72,787 | $1.14M | 0.01% | −172,675−70.3% | Reduced |
| Gsa Capital Partners LLP | 73,663 | $1.16M | 0.09% | +73,663 | New |
| Addis & Hill, Inc | 72,653 | $1.16M | 0.99% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 75,654 | $1.17M | 0.33% | +2,415+3.3% | Added |
| RMB Capital Management, LLC | 74,610 | $1.17M | 0.03% | −85−0.1% | Reduced |
| Linscomb & Williams, Inc. | 75,094 | $1.18M | 0.06% | +8,236+12.3% | Added |
| David R. Rahn & Associates Inc. | 75,499 | $1.19M | 0.49% | +15,499+25.8% | Added |
| GFG Capital, LLC | 75,840 | $1.19M | 0.31% | 00.0% | Unchanged |
| Ninepoint Partners LP | 76,215 | $1.20M | 0.15% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 76,259 | $1.20M | 0.15% | −7,161−8.6% | Reduced |
| Legacy Advisors, LLC | 76,538 | $1.20M | 0.15% | −17,800−18.9% | Reduced |
| StoneX Group Inc. | 76,998 | $1.21M | 0.11% | +24,711+47.3% | Added |
| HB Wealth Management, LLC | 77,250 | $1.22M | 0.02% | −2,157−2.7% | Reduced |
| Ziegler Capital Management, LLC | 77,933 | $1.23M | 0.05% | 00.0% | Unchanged |
| McAdam, LLC | 77,996 | $1.23M | 0.08% | −55−0.1% | Reduced |
| Founders Financial Securities LLC | 79,066 | $1.24M | 0.13% | +1,171+1.5% | Added |
| Geneos Wealth Management Inc. | 80,831 | $1.27M | 0.06% | +2,639+3.4% | Added |
| SpiderRock Advisors, LLC | 82,032 | $1.28M | 0.04% | +82,032 | New |
| Ameritas Advisory Services, LLC | 81,094 | $1.28M | 0.05% | +61,284+309.4% | Added |
| Parkwood LLC | 81,921 | $1.29M | 0.14% | +2,300+2.9% | Added |
| Sanders Morris Harris LLC | 83,102 | $1.31M | 0.25% | +35,946+76.2% | Added |
| Formidable Asset Management, LLC | 83,372 | $1.31M | 0.21% | −4,023−4.6% | Reduced |
| Summit Financial Strategies, Inc. | 84,007 | $1.32M | 0.18% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 84,478 | $1.33M | 0.04% | +2,928+3.6% | Added |
| Sonora Investment Management Group, LLC | 84,542 | $1.33M | 0.10% | −1,684−2.0% | Reduced |
| Baugh & Associates, LLC | 84,582 | $1.33M | 0.71% | −300−0.4% | Reduced |